GLW at a glance
Corning Inc. (GLW, SEC CIK 24741) filed its latest 10-K annual report on February 12, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on September 11, 2026 and Form 4 insider filings as recently as October 1, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Corning Inc. (GLW) reported revenue of $15.6 billion (up 19.1% from FY2024) and net income of $1.6 billion. Diluted EPS was $1.83.
- As of June 30, 2026, 62 institutional investment managers tracked by SignalX reported holding Corning Inc. (GLW) shares worth $83.9 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Gullo Michelle L on September 4, 2026 of 9,874 shares at $152.29 per share.
- In the last 90 days, GLW insiders reported 0 open-market purchases ($0) and 2 open-market sales ($3.5M) on Form 4, a net sale of $3.5M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $15.6B
- +19.1% vs prior year
- Insiders · 90 days
- 0 buys · 2 sells
- Net −$3.5M
- 13F holders
- 62 funds
- $83.9B · +5 vs prior quarter
- Latest 8-K
- Sep 11, 2026
- Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model focused on materials science and specialty glass for technology-driven industrial applications, as reflected by board expertise
- No new products, services, or segments explicitly introduced or highlighted in this year's filing text
- Emphasis on board diversity with appointment of Ami Badani in 2025, enhancing AI, semiconductor, and business transformation expertise
- Equity compensation plan with 2.53 million securities outstanding options and 17.03 million securities available for future issuance as of Dec 31, 2025
- No amendments or waivers to Code of Ethics in 2025, maintaining consistent ethics governance for executives and directors
Risk Factors
- Regulatory risk from environmental laws tightening CO2 emission targets, possibly increasing manufacturing costs or restricting production
- Geopolitical exposure: Asia Pacific plant concentration vulnerable to trade restrictions, political instability, or natural disasters impacting operations
- Supply chain risk: dependence on single or limited suppliers with long lead-times for key materials, risking production delays and customer order cancellations
- Market disruption risk from telecom capex fluctuations impacting Optical Communications segment’s demand and profitability
- Financial risk from customer concentration with top 3 customers accounting for up to 61% of segment net sales, risking substantial sales loss if lost
Management Discussion & Analysis
- Revenue $15.6B, up 19% YoY (+$2.5B) driven by Optical Communications (+$1.6B), Specialty Materials (+$193M), and Hemlock/Emerging (+$363M)
- Operating margin improved: Gross margin 36% vs 33% (+3 points); SG&A 14% vs 15%; R&D 7% vs 8%
- Best segment: Optical Communications net income $1.05B (+71%); worst segment: Hemlock and Emerging net loss $26M vs $42M income
- Core net income $2.2B (+29%), core EPS $2.52 vs $1.96; Cash flow details limited but capex implied by growth and capacity ramp-up; no explicit buybacks/dividends data provided
- 2026 outlook: Q1 core sales $4.2B-$4.3B; Springboard plan achieved $4B incremental core sales and 20% core operating margin, targets ahead of schedule; risks include forex and capacity ramp costs
AI summary of the GLW 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $4.505B, up 17% YoY from $3.862B, led by Optical Communications and Solar
- Gross margin 36% vs 36% YoY; income before taxes $649M vs $584M
- Best segment Optical Communications: sales $2.072B, up 32%; net income $438M, up 77%
- Worst segment Solar: net loss $7M vs $2M profit, reflecting higher capacity-ramp costs
- Springboard outlook: additional growth opportunities through 2026 and beyond; planned capacity and technology investment with disciplined capital allocation
AI summary of the GLW 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 8.01: Other Events
- Up to $2B at-the-market common stock offering, creating potential shareholder dilution
- Goldman Sachs sales agent earning 1.0% commission on gross proceeds
Item 7.01: Regulation FD Disclosure
- No investor-actionable business, financial, or operational information provided in the excerpt
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results for quarter ended June 30, 2026, released July 28, 2026
- Full financial details contained in Exhibit 99 press release
Item EX-99.1: Item EX-99.1
- Q2 core sales rose 17% to $4.74B and core EPS 30% to $0.78, signaling accelerating growth with margin expansion
- Optical Communications led performance, with sales up 32% to $2.07B and segment net income up 77% to $438M
AI summaries of GLW 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for GLW
Don't miss the next GLW filing
- Alerts as it files. A push when GLW files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut GLW, by share count.
- Ask anything. An AI agent that reads every GLW filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Ferguson Roger W. Jr. | A | Sep 30, 2026 | 268 | $153.76 |
| CUMMINGS ROBERT F JR | A | Sep 30, 2026 | 268 | $153.76 |
| Martin Kevin J | A | Sep 30, 2026 | 228 | $153.76 |
| BURNS STEPHANIE | A | Sep 30, 2026 | 268 | $153.76 |
| Gullo Michelle L | Sell | Sep 4, 2026 | 9,874 | $152.29 |
| STEVERSON LEWIS A | Sell | Aug 28, 2026 | 13,100 | $151.29 |
| Martin Kevin J | A | Jun 30, 2026 | 137 | $255.43 |
| CUMMINGS ROBERT F JR | A | Jun 30, 2026 | 161 | $255.43 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $13.1B | $15.6B |
| Gross Profit | $3.9B | $4.3B | $5.6B |
| Operating Income | - | $1.1B | $2.3B |
| Net Income | $581.0M | $506.0M | $1.6B |
| Gross Margin | - | 32.6% | 36.0% |
| Op. Margin | - | 8.7% | 14.6% |
| Net Margin | - | 3.9% | 10.2% |
| Balance Sheet | |||
| Total Assets | $28.5B | $27.7B | $31.0B |
| Equity | - | $10.7B | $11.8B |
| ROE | - | 4.7% | 13.5% |
| Per Share | |||
| EPS | $0.68 | $0.58 | $1.83 |
| Cash Flow | |||
| Operating CF | - | $1.9B | $2.7B |
Source: XBRL data in Corning Inc. (GLW)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate GLW share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 62 | $83.88B |
| Q1 2026 | 57 | $41.89B |
| Q4 2025 | 53 | $28.77B |
| Q3 2025 | 52 | $28.66B |
| Q2 2025 | 47 | $17.62B |
| Q1 2025 | 48 | $11.43B |
| Q4 2024 | 44 | $9.56B |
| Q3 2024 | 38 | $4.21B |
- JPMorgan Chase & Co+24.15M (+203%)
- State Street Corp+4.85M (+13%)
- Bank of America Corp+4.23M (+29%)
- Franklin Resources+2.35M (+737%)
- Goldman Sachs Group+871.0K (+11%)
- Vanguard Portfolio Management LLC−9.35M (-33%)
- Ameriprise Financial−2.34M (-34%)
- T. Rowe Price Group−1.49M (-20%)
- Millennium Management−1.00M (-79%)
- BlackRock−944.9K (-1%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 401 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
GLW filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Oct 1, 2026 | - | - | - |
| 8-K | Sep 11, 2026 | - | Analysis | - |
| 4 | Sep 8, 2026 | - | - | - |
| 8-K | Sep 4, 2026 | - | Analysis | - |
| 4 | Aug 31, 2026 | - | - | - |
| 10-Q | Jul 29, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 28, 2026 | - | Analysis | - |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 9, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 8-K | May 15, 2026 | - | Analysis | |
| 4 | May 12, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 4 | May 7, 2026 | - | - | |
| 8-K | May 6, 2026 | - | Analysis | |
| 4 | May 6, 2026 | - | - | |
| 4 | May 5, 2026 | - | - | - |
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GLW SEC filings: frequently asked questions
Are GLW insiders buying or selling?
In the last 90 days, Corning Inc. (GLW) officers, directors and 10% owners reported no open-market purchases and 2 open-market sales worth $3.5 million by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold GLW stock?
As of June 30, 2026, the largest Corning Inc. (GLW) holders among the 13F filers tracked by SignalX were BlackRock ($16.8 billion), Vanguard Capital Management LLC ($13.0 billion), State Street Corp ($10.5 billion), JPMorgan Chase & Co ($9.2 billion), FMR LLC (Fidelity) ($6.1 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was GLW's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Corning Inc. (GLW) reported revenue of $15.6 billion (up 19.1% from FY2024) and net income of $1.6 billion. Diluted EPS was $1.83. The figures come from the XBRL data in the 10-K.
What are the main risks in GLW's latest 10-K?
In the 10-K filed February 12, 2026, Corning Inc. (GLW) flagged: Regulatory risk from environmental laws tightening CO2 emission targets, possibly increasing manufacturing costs or restricting production. Geopolitical exposure: Asia Pacific plant concentration vulnerable to trade restrictions, political instability, or natural disasters impacting operations. (AI summary of the Risk Factors section.)
What did GLW report in its latest 8-K?
Corning Inc. (GLW) filed an 8-K on September 11, 2026 reporting Item 8.01 (Other Events). Up to $2B at-the-market common stock offering, creating potential shareholder dilution.
What are the latest GLW SEC filings?
Corning Inc. (GLW) filed its latest 10-K annual report on February 12, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on September 11, 2026 and a Form 4 insider filing on October 1, 2026.
What is GLW's SEC CIK number?
Corning Inc. (GLW)'s SEC Central Index Key (CIK) is 24741. EDGAR lists every GLW filing under that number.
Ask anything about GLW
The research agent reads GLW's filings, financials, insider trades and 13F holders, then answers with sources.